There are several places you can add multiple individuals to a group at once. Here are a few of the most common.
Create and Populate a Group from an Advanced Search
1) If you want to create a new group due to an advanced search (such as age), click People > Advanced, choose your search criteria, then click the tri-dot icon and select Add or Remove From Groups.
After clicking Add or Remove from Groups, directly above Search Results, you'll see a new set of fields leading with the Take action on dropdown menu.
Click inside the Group field and select Add a New Group. In the box that appears, enter the new group name, and then click Go (below) to add the selected individuals.
Add (copy) Everyone from an Existing Group to Another
2) If you want to add everyone in one group to another, click Groups > List. Check the box to the left of the Group you’d like to work with, click the tri-dot icon, and select Add or Remove From Groups.
In the lightbox that appears, select the Group you'd like to move everyone to (or Create a new Group), then click Go. It's that easy!
Note: Adding people from one group to another does not delete them from the original group. It adds them—similar to copying and pasting.
Add or Move Selected People to Another Group
Under Groups > List, click on the Group Name to view everyone in the group. Use the checkboxes to select the group members you want to add or move.
Then click the Tri-dot icon at the top right *(below).
You'll have three options:
- Add to Group will add the selected individuals to a new group, similar to copy/paste.
- Move To Group will remove the selected individuals from the existing group and add them to another group, similar to cut/paste.
- Remove from Group will exclude the selected individuals from the group in question.
Note: Removing individuals from a group will not delete individuals from your database. They will just no longer be found in the selected group.
Add People to a Group from a Report
3) To create a new group of individuals based on the results of a report (Giving, Attendance, etc), you will simply run the report, and upon completion, click the gear icon and choose Add or Remove from Groups.
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